See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,555 | $45,438-83.4% | $80,004-90.6% | $59,632-87.3% |
| Participation rate | 67.6% | 63.7%+3.8pp | 73.0%-5.4pp | 68.7%-1.1pp |
| Annual return | -4.02% | 5.10%-9.1pp | 7.63%-11.6pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $1,315 | $1,236+6.4% | $2,473-46.8% | $2,203-40.3% |
| Participant deferral / active EE | $1,614 | $2,231-27.6% | $3,204-49.6% | $3,192-49.4% |
| Admin fee / account holder | $292 | $3,464-91.6% | $5,033-94.2% | $4,297-93.2% |